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Inactive

Kelly E Senkyr

Creative Planning

Overland Park, KS

Urbandale, IA

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Current Employers
Creative Planning

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-08-29
IA RA APPROVED 2021-05-04
  • TX RA
    APPROVED
    Since 2023-08-29
  • IA RA
    APPROVED
    Since 2021-05-04

Branch Locations

5454 W. 110Th Street, Overland Park, KS 66211 • United States

12100 Meredith Drive Suite 200, Urbandale, IA 50323 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc. Des Moines IA 04/2012 02/2020
Charles Schwab Bank Des Moines IA 04/2012 02/2020
Creative Planning, Llc Overland Park KS 05/2021 Present
College For Financial Planning Washington DC 12/2019 03/2021
  • 04/2012 → 02/2020
    Charles Schwab & Co., Inc.
    Des Moines, IA
  • 04/2012 → 02/2020
    Charles Schwab Bank
    Des Moines, IA
  • 05/2021 → Present
    Creative Planning, Llc
    Overland Park, KS
  • 12/2019 → 03/2021
    College For Financial Planning
    Washington, DC
Previous Registrations
  • 2012-05-08 → 2020-03-04
    Charles Schwab & Co., Inc.
    West Des Moines, IA
    Omaha, NE
  • 2011-10-18 → 2012-04-11
    Cuso Financial Services, L.P.
    Des Moines, IA
  • 2011-08-22 → 2011-08-23
    Edward Jones
    St Louis, MO
  • 2008-12-01 → 2011-04-12
    Edward Jones
    Raleigh, NC
    St Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-11-13
  • S66 Uniform Combined State Law Examination
    2008-11-13
Designations
Other Names
  • Kelly Smith
  • Kelly Elaine Smith

View on SEC IAPD

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Other Offices

MARINER · OVERLAND PARK, KS
MARINER INDEPENDENT · OVERLAND PARK, KS
MARINER WEALTH · OVERLAND PARK, KS
MARINER · OVERLAND PARK,, KS
PCG WEALTH MANAGEMENT · OVERLAND PARK, KS
MARINER ADVISOR NETWORK · OVERLAND PARK, KS
ASPEN PRIVATE CREDIT MANAGER, LLC · OVERLAND PARK, KS
AMERIPRISE FINANCIAL SERVICES, LLC · Overland Park, KS

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